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How To View/Add Tasks For Your Clients (iOS)

To add / view tasks for your clients, first start out by clicking the Tasks button on the bottom bar of your screen. (See image below.)

Next, click on the client that you would like to either add or edit tasks for.

To add a new task, click the + button in the top right corner of your screen. (See image below.)

Next, enter the task name, the date, whether you want this task to repeat & how often, and any additional notes that you would like to add. When you are finished, click Add in the top right corner of your screen.

To edit an existing task, start out by clicking on the task you wish to edit. Edit the information you would like to change and then click Update in the top right corner of your screen.

You can also email tasks easily by simply clicking on the task and clicking Email Task.